Dalton Education

06/02/2026

Practice time! Test your knowledge with this question from our CFP review materials.

Drop your answer in the comments, and share the quiz to test your colleagues!

06/01/2026

What does it take to become the youngest known person to pass the CFP® exam at just 16?

Find out how Rishi Vamdatt, founder of Easy Peasy Finance, did it before graduating high school with Dalton Education. 👇

https://bit.ly/3RzYmbW

What does it take to pass the CFP® exam at 16? Determination and the right partner. Meet Rishi Vamdatt, at 16 years old, he just became the youngest known pe...

05/29/2026

Pop quiz, hotshot: how well do you know small businesses in the U.S.?

In celebration of National Small Business Month we put five CeriFi employees in the hot seat with a pop quiz on small business stats pulled straight from our new Small Business Wealth Advisor™ certificate program.

Take the quiz yourself and let us know how you did in the comments!

And, if you're ready to build the skills that over 34 million small business owners across the country need in a financial advisor, check out the Small Business Wealth Advisor™ program and request your free demo at: https://bit.ly/49uAk8M

05/28/2026

No matter where you start your CFP® journey, Dalton's CFP® education programs give you the comprehensive, structured, effective learning experience to get you across the finish line.

Explore your CFP® learning options: https://bit.ly/4lAjPvy

05/27/2026

Unlock your advisory potential with Dalton Educations Applied Learning Library™.

Communicate with confidence, deepen client relationships, and strengthen advisory skill with just-in-time learning, embedded directly into your daily workflow.

Learn more and unlock your free demo: https://bit.ly/42LkfY6

05/25/2026

This new report from Cerulli Associates predicts that between 2024 and 2048 nearly $40 trillion in wealth will be first transferred "horizontally" to widowed women in the Baby Boomer and older generations.

For financial advisors, ensuring the strength and trust of that relationship in advance is key, as relationships are significantly more important for advisor choice among women investors (53%) than for men (42%).

Here's the full report: https://bit.ly/4wPc2Qw

Clearly, widowhood demands a different standard of care than the traditional approach to financial planning.

That's where Dalton's Applied Learning Library™ comes in. With a dedicated Wealth Management for Widows course built to function as a timely support system with a full set of tools, scripts, and frameworks you can use:

✅ When you first learn a client has become widowed

✅ During a meeting with a widowed client

✅ Immediately before a difficult conversation about capacity, family pressure, or major decisions

✅ When preparing for a check-in with a widow at various stages of the first year

✅ When you realize, "I need to handle this differently — and I need help right now."

To learn more and explore the Library, visit: https://bit.ly/4fztAtw

Firms that can cater to the needs of women investors will be well positioned for decades to come

05/25/2026

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

05/22/2026

Dalton Education has prepared financial planning professionals for decades. From the beginning, our mission has been to not only help advisors earn the CFP® mark, but also to empower them to apply what they learn with confidence in the real work of advising.

The Applied Learning Library™ continues that mission by strengthening the Exceptional Advisor Mindset™ — integrating sound judgment, clear communication, and applied planning expertise into an advisor’s daily practice.

Request a free demo: https://bit.ly/42LkfY6

05/21/2026

Want to complete your CFP® education faster and prepare for the March 2027 CFP® exam? The next Instructor-Led Online FastPass cohort starts soon, with orientation on June 5.

FastPass delivers:

✅ CFP® certification education completion in 6 months
✅ A structured learning schedule with instructor support
✅ 3-day live-online classes at the end of each course
✅ Flexibility to switch to the standard program at no cost if needed
✅ Starting with the June cohort: delivery in the new CeriFi LMS

After the 6-month FastPass program, continue with 2–3 months of The Dalton Review®, and be ready to sit for the March 2027 CFP® exam!

Learn more: https://bit.ly/4wrPdC6